Director, Managed Services & Finance Transformation

CFGI; Northern (KY); Hybrid; USD 140,000 - 190,000; Full time

Job summary

CFGI’s Managed Services practice delivers transformative finance and accounting solutions by fully managing operations below the CFO level. We partner with clients to optimize their finance functions, streamline processes, enhance reporting, and enable faster, data-driven decision-making.

As a Director in our Managed Services Delivery practice, you will lead complex client relationships and Managed Services engagements while helping scale the practice.

Qualifications

• 10+ years of experience in public accounting, accounting advisory, outsourced accounting, managed services, and/or corporate accounting or finance, including at least 1 year of public accounting audit experience.
• Experience leading complex accounting, controllership, outsourced finance, or managed-services engagements and teams.

Responsibilities

• Lead complex Managed Services client relationships and oversee engagements across assessment, transition, and ongoing delivery operations.
• Partner with CFOs, Controllers, CAOs, and senior finance leaders to define effective outsourced controllership and finance operating models.
• Provide executive oversight of accounting operations, financial close, reporting, and related controllership activities across client engagements.
• Establish and monitor delivery expectations, governance, service quality, performance metrics, and client outcomes.
• Lead major process-improvement initiatives across procure-to-pay, order-to-cash, record-to-report, and other core finance processes.
• Advise executive stakeholders on complex accounting, reporting, controls, operating-model, and finance-delivery challenges.
• Oversee development of sophisticated dashboards, data models, KPIs, and management reporting that improve transparency and decision-making.
• Champion the use of AI, automation, analytics, and finance technologies to improve service quality, scalability, and efficiency.
• Coordinate with CFGI capabilities across accounting advisory, finance transformation, data and analytics, systems, and other relevant functions to deliver integrated solutions.
• Oversee engagement staffing, team performance, quality, delivery risks, and escalation management.
• Develop Senior Managers, Managers, and Consultants while building a strong leadership pipeline within the practice.
• Expand existing client relationships by identifying unmet needs, cross-selling relevant CFGI capabilities, and developing new Managed Services opportunities.
• Lead or contribute to proposals, solution design, pricing discussions, presentations, and other business-development activities.
• Contribute to Managed Services methodologies, delivery standards, technology strategy, recruiting, and broader practice growth.

Skills

Leadership

Client relationships

Public accounting

Finance transformation

Data analytics

AI & automation

Team development

Education

Bachelor's degree in Accounting or Finance

Tools

ERP platforms

Data visualization

AI tooling

Job description

CFGI’s Managed Services practice delivers transformative finance and accounting solutions by fully managing operations below the CFO level. We partner with clients to optimize their finance functions, streamline processes, enhance reporting, and enable faster, data-driven decision-making.

As a Director in our Managed Services Delivery practice, you will lead complex client relationships and Managed Services engagements while helping scale the practice.